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8-K ·Filed Aug 6, 2026

RNST

RENASANT CORP
NEUTRAL
Impact 2/10
Horizonimmediate Processed2mo ago SEC0000715072-26-000075
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

Monitor upcoming investor conferences for any forward guidance or strategic updates. The presentation contains no new information, so no immediate trading catalyst is expected.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
RNST ▼ -4.85% at T+20d
NEUTRAL call -4.85% · α vs SPY -5.45% · entry $43.30 → $41.20
Next anchor: T+60d in 3d
Latest observation: T+55 -3.94% FF3 residual α
Entry = T+0 close
Aug 6, 2026
via day close
T+1d
-1.32%
call -1.32% · α -1.93%
$42.73
settled 3mo ago
T+5d
+1.18%
call +1.18% · α -0.03%
$43.81
settled 3mo ago
T+20d
-4.85%
call -4.85% · α -5.45%
$41.20
settled 8w ago
T+60d
Pending
in 3d

Price Chart

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Executive Summary

Renasant Corp filed an 8-K furnishing an investor presentation for Q2 2026. The presentation recaps already-reported results: net income of $87.1M ($0.94 EPS), net interest margin of 3.83%, loan growth of 4.7% annualized, and stable credit quality. The filing is a routine disclosure for upcoming investor conferences and contains no new material information.

Key Facts

  • Net income of $87.1 million for Q2 2026
  • Diluted EPS of $0.94 (GAAP and adjusted)
  • Net interest margin of 3.83% (GAAP), adjusted NIM of 3.61%
  • Loans increased $220.9 million (4.7% annualized) to $19.2 billion
  • Deposits decreased $398.4 million linked quarter, driven by seasonal public fund outflows of $367.7 million
  • Nonperforming loans at 0.97% of total loans, down 9 bps linked quarter
  • Criticized loans at 2.66% of total loans, down 11 bps
  • Net charge-offs of $2.8 million (0.06% annualized)
  • Efficiency ratio of 57.92% (GAAP), adjusted 54.92%
  • ROAA of 1.30%, ROATCE of 16.25%
  • Repurchased $60.0 million of common stock at weighted average price of $39.54
  • Quarterly cash dividend increased to $0.24 per share (from $0.23)
  • Completed $300 million subordinated debt offering (6.25% Fixed-to-Floating Rate Notes due 2036)
  • Stock repurchase program increased by $100 million to $250 million total; $101.8 million remaining

Financial Impact

No new financial impact; presentation recaps Q2 2026 results already disclosed.

Risk Factors

  • No new risks identified from this filing.

Market Snapshot

Exchange
NYSE
Sector
State Commercial Banks
Analyst Consensus
85% bullish (13 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000715072-26-000075
Document: 0000715072-26-000075-index.html0000715072-26-000075
Document: 0000715072-26-000075.txt0000715072-26-000075
13 reports for RNST
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for RNST — sortable, filterable
TypeNow
Oct 6, 2026
20d ago
3
NEUTRAL ★ 2/10
$39.40awaiting T+60—$41.75 (+5.96%)
Aug 25, 2026
8w ago
Press Release
NEUTRAL ★ 2/10
$41.04awaiting T+60—$41.75 (+1.73%)
Aug 6, 2026
11w ago
8-K
NEUTRAL ★ 2/10
$43.30awaiting T+60—$41.75 (−3.58%)
Jul 9, 2026
15w ago
Press Release
NEUTRAL ★ 1/10
$42.52 $39.64▼ −6.77%▼ −9.41%$41.75 (−1.81%)
Jul 1, 2026
16w ago
10-K/A
NEUTRAL ★ 2/10
$43.66 $40.05▼ −8.27%▼ −11.23%$41.75 (−4.37%)
May 21, 2026
22w ago
Insider Cluster
NEUTRAL ★ 2/10
$41.17 $43.11▲ +4.71%▲ +0.41%$41.75 (+1.41%)
May 15, 2026
23w ago
8-K
MIXED ★ 5/10
$39.79 $43.35▲ +8.95%▲ +4.10%$41.75 (+4.93%)
May 7, 2026
24w ago
8-K
NEUTRAL ★ 4/10
$40.19 $44.30▲ +10.23%▲ +5.39%$41.75 (+3.88%)
May 5, 2026
24w ago
424B5
MIXED ★ 6/10
$40.63 $43.57▲ +7.24%▲ +5.17%$41.75 (+2.76%)
May 4, 2026
25w ago
424B5
NEUTRAL ★ 4/10
$39.41 $43.83▲ +11.22%▲ +9.36%$41.75 (+5.94%)
Showing 10 of 13

US Market Status

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Report published Aug 6, 2026